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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
EXELIXIS, INC. is the larger business by last-quarter revenue ($598.7M vs $566.0M, roughly 1.1× WillScot Holdings Corp). EXELIXIS, INC. runs the higher net margin — 40.8% vs -33.1%, a 73.9% gap on every dollar of revenue. On growth, EXELIXIS, INC. posted the faster year-over-year revenue change (5.6% vs -6.1%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $149.7M). Over the past eight quarters, EXELIXIS, INC.'s revenue compounded faster (18.7% CAGR vs -1.8%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
EXEL vs WSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $566.0M |
| Net Profit | $244.5M | $-187.3M |
| Gross Margin | 95.6% | 50.4% |
| Operating Margin | 39.3% | -32.5% |
| Net Margin | 40.8% | -33.1% |
| Revenue YoY | 5.6% | -6.1% |
| Net Profit YoY | 74.8% | -310.0% |
| EPS (diluted) | $0.89 | $-1.02 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $598.7M | — | ||
| Q4 25 | $597.8M | $566.0M | ||
| Q3 25 | $568.3M | $566.8M | ||
| Q2 25 | $555.4M | $589.1M | ||
| Q1 25 | $566.8M | $559.6M | ||
| Q4 24 | — | $602.5M | ||
| Q3 24 | $539.5M | $601.4M | ||
| Q2 24 | $637.2M | $604.6M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $-187.3M | ||
| Q3 25 | $184.8M | $43.3M | ||
| Q2 25 | $159.6M | $47.9M | ||
| Q1 25 | $139.9M | $43.1M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | $118.0M | $-70.5M | ||
| Q2 24 | $226.1M | $-46.9M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 50.4% | ||
| Q3 25 | 96.6% | 49.7% | ||
| Q2 25 | 96.5% | 50.3% | ||
| Q1 25 | 96.5% | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | 96.8% | 53.5% | ||
| Q2 24 | 97.2% | 54.1% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | -32.5% | ||
| Q3 25 | 37.6% | 21.0% | ||
| Q2 25 | 33.6% | 21.5% | ||
| Q1 25 | 28.8% | 21.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | 25.2% | -5.9% | ||
| Q2 24 | 43.3% | -0.9% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | -33.1% | ||
| Q3 25 | 32.5% | 7.6% | ||
| Q2 25 | 28.7% | 8.1% | ||
| Q1 25 | 24.7% | 7.7% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | 21.9% | -11.7% | ||
| Q2 24 | 35.5% | -7.7% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $-1.02 | ||
| Q3 25 | $0.65 | $0.24 | ||
| Q2 25 | $0.55 | $0.26 | ||
| Q1 25 | $0.47 | $0.23 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | $0.40 | $-0.37 | ||
| Q2 24 | $0.77 | $-0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $2.2B | $856.3M |
| Total Assets | $2.8B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $14.6M | ||
| Q3 25 | $791.1M | $14.8M | ||
| Q2 25 | $1.0B | $12.8M | ||
| Q1 25 | $1.1B | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | $1.2B | $11.0M | ||
| Q2 24 | $1.0B | $5.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $856.3M | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.2B | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $2.3B | $1.1B | ||
| Q2 24 | $2.1B | $1.2B |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $5.8B | ||
| Q3 25 | $2.7B | $6.1B | ||
| Q2 25 | $2.8B | $6.1B | ||
| Q1 25 | $2.9B | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | $3.0B | $6.0B | ||
| Q2 24 | $2.8B | $6.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $333.5M | $158.9M |
| Free Cash FlowOCF − Capex | $332.4M | $149.7M |
| FCF MarginFCF / Revenue | 55.5% | 26.5% |
| Capex IntensityCapex / Revenue | 0.2% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $158.9M | ||
| Q3 25 | $49.0M | $191.2M | ||
| Q2 25 | $211.4M | $205.3M | ||
| Q1 25 | $240.3M | $206.6M | ||
| Q4 24 | — | $178.9M | ||
| Q3 24 | $271.3M | $-1.6M | ||
| Q2 24 | $119.5M | $175.6M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $149.7M | ||
| Q3 25 | $46.2M | $186.9M | ||
| Q2 25 | $208.5M | $199.0M | ||
| Q1 25 | $236.3M | $202.0M | ||
| Q4 24 | — | $176.6M | ||
| Q3 24 | $263.1M | $-4.9M | ||
| Q2 24 | $113.0M | $169.4M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 26.5% | ||
| Q3 25 | 8.1% | 33.0% | ||
| Q2 25 | 37.5% | 33.8% | ||
| Q1 25 | 41.7% | 36.1% | ||
| Q4 24 | — | 29.3% | ||
| Q3 24 | 48.8% | -0.8% | ||
| Q2 24 | 17.7% | 28.0% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 0.5% | 0.7% | ||
| Q2 25 | 0.5% | 1.1% | ||
| Q1 25 | 0.7% | 0.8% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 1.0% | 1.0% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 0.27× | 4.41× | ||
| Q2 25 | 1.32× | 4.28× | ||
| Q1 25 | 1.72× | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | 2.30× | — | ||
| Q2 24 | 0.53× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 0% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
